See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,450 | $97,044-63.5% | $83,333-57.5% | $135,375-73.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.87% | 12.31%-22.2pp | 10.63%-20.5pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,312 | $4,143-44.2% | $3,379-31.6% | $4,779-51.6% |
| Participant deferral / active EE | $7,418 | $5,964+24.4% | $5,565+33.3% | $5,609+32.3% |
| Admin fee / account holder | $16 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |